Jolene Lessard
Pembroke,MA
Summary
Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Exceptional bookkeeping, reporting and communication skills to facilitate tax preparation and well-informed business decisions. Skilled at preparation of presentation materials and written communications documenting actions. Adept at interacting with all levels of management, colleagues and clients. Accustomed to working in a fast-paced environment at a self-managing level.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Bookkeeper
Indigo BookWorks
09.2024 - Current
- Establish QuickBooks Online accounts for clients to streamline bookkeeping processes resulting in accurate financial records and increased efficiency
- Implement a more efficient filing system for financial documents, improving accessibility and organization.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Generate detailed financial reports for management review, facilitating informed decision making
Tax Preparer (Volunteer)
AARP Tax-Aide
02.2024 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Underwriter IV
Blue Cross Blue Shield of Massachusetts
09.2013 - Current
- Prepare group medical renewals for complex national clients.
- Mentored junior underwriters, providing guidance on best practices and improving overall team performance.
- Collaborated with sales teams to develop competitive pricing strategies for new products, increasing market share.
- Assisted in developing training materials used to educate new hires on essential job functions, contributing to their successful onboarding and integration into team.
- Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
Senior Underwriting Consultant
William Gallagher Associates
08.2010 - 09.2013
- Supported client management staff in all aspects of pre-renewal and renewal analysis
- Conducted the RFP process including preparation of bid specifications, renewal analysis and negotiation, pricing benefit plan changes
- Prepared financial models, calculations and reports outlining findings.
Education
Accounting - in Progress
University of Massachusetts - Dartmouth
North Dartmouth, MASkills
- Year-end cleanups
- Year-end Financial reports
- Financial Analysis
- Strategic decision-making advice
Certification
QBO Advanced Certification
Timeline
Bookkeeper
Indigo BookWorks
09.2024 - Current
Tax Preparer (Volunteer)
AARP Tax-Aide
02.2024 - Current
Underwriter IV
Blue Cross Blue Shield of Massachusetts
09.2013 - Current
Senior Underwriting Consultant
William Gallagher Associates
08.2010 - 09.2013
QBO Advanced Certification
Accounting - in Progress
University of Massachusetts - Dartmouth
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